Although formally established in September 2002, the genesis of Equitas Capital Advisors dates back to 1982, when David Thomas, the firm's principal, began providing investment management consulting services to his clients. Headquartered in downtown New Orleans, the firm carries 200 years of combined investment consulting experience serving corporations, endowments, foundations, family offices, and high net worth individuals.
David Thomas, the firm's principal, begins providing investment management consulting services to his clients, marking the origin of the practice that would become Equitas.
Equitas Capital Advisors, LLC is formally founded, designed to blend the resources of a large corporation with the flexibility of a local, independent firm: national quality with local delivery.
Headquartered in downtown New Orleans, Equitas now carries 200 years of combined investment consulting experience, serving corporations, endowments, foundations, family offices, and high net worth individuals.
Across four decades, Equitas has proactively introduced clients to emerging investment vehicles as they matured, staying well ahead of the crowd.
Firm history sourced from equitas.capital/company. See the Team page to meet the people carrying this history forward.
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